TY 2024 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
WISSAHICKON HOSPICE OF UPHS

% PATRICK BROWN

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
150 MONUMENT ROAD SUITE 300

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BALA CYNWYD, PA19004

D Employer identification number

23-2152662

E Telephone number

G Gross receipts $ 22,713,960

F Name and address of principal officer:
JOAN M DOYLE MSN MBA
150 MONUMENT ROAD SUITE 300
BALA CYNWYD,PA19004

Tax-exempt status: 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527

Website:

WWW.UPHS.UPENN.EDU

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number

K Form of organization: Corporation Trust Association Other

L Year of formation: 1980

M State of legal domicile: PA

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: PROVISION OF COMPREHENSIVE HOSPICE SERVICES
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	4
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	161
6	Total number of volunteers (estimate if necessary) .............	6	110
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	465,675	310,649
9	Program service revenue (Part VIII, line 2g) .........	21,136,639	22,265,147
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	136,783	138,164
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	895,586	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	22,634,683	22,713,960
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	17,013,702	16,195,170
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	4,978,212	5,058,597
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	21,991,914	21,253,767
19	Revenue less expenses. Subtract line 18 from line 12.......	642,769	1,460,193
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,714,726	1,369,898
21	Total liabilities (Part X, line 26).............	11,078,014	7,239,604
22	Net assets or fund balances. Subtract line 21 from line 20.....	-7,363,288	-5,869,706

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name

Firm's EIN

Firm's address

Phone no.

May the IRS discuss this return with the preparer shown above? See Instructions. ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2024)

Form 990 (2024)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: PROVISION OF COMPREHENSIVE HOSPICE SERVICES

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 17,247,374 including grants of $ 0 ) (Revenue $ 22,265,147 )
	SEE SCHEDULE O

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses17,247,374

Form 990 (2024)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

List of Attached Documents:

// Content

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment

List of Attached Documents:

// Content

...

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

List of Attached Documents:

// Content

.........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

List of Attached Documents:

// Content

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V Click to see attachment

List of Attached Documents:

// Content

......

Yes

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

List of Attached Documents:

// Content

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

// Content

.......

11b

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

List of Attached Documents:

// Content

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

List of Attached Documents:

// Content

............

11d

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11f

Yes

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

List of Attached Documents:

// Content

......................

12a

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

List of Attached Documents:

// Content

12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....

Form 990 (2024)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

List of Attached Documents:

// Content

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III.........................

Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....

28b

A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............ Click to see attachment

List of Attached Documents:

// Content

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1......................... Click to see attachment

List of Attached Documents:

// Content

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...

35b

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment

List of Attached Documents:

// Content

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Click to see attachment

List of Attached Documents:

// Content

Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2024)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

161

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.

Form 990 (2024)

Page 6

Part VI

Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed

Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
PATRICK BROWN150 MONUMENT ROAD SUITE 300 BALA CYNWYD,PA19004 (610) 747-3409

Form 990 (2024)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) KEVIN B MAHONEY...................................................................... BOARD MEMBER	1.0 ................. 54.0	X			0	2,954,787	374,377
(2) KEITH KASPER...................................................................... CHAIR & CONTROLLER-EX-OFFICIO	1.0 ................. 54.0	X	X		0	2,762,775	237,535
(3) REGINA S CUNNINGHAM PHD RN NEA...................................................................... BOARD MEMBER	1.0 ................. 54.0	X			0	1,442,778	18,972
(4) JOHN J HERMAN MBA...................................................................... BOARD MEMBER	1.0 ................. 54.0	X			0	1,154,155	134,130
(5) PATRICK J BRENNAN MD...................................................................... BOARD MEMBER	1.0 ................. 0.0	X			0	1,017,784	61,080
(6) JOAN M DOYLE MSN MBA...................................................................... EXEC. DIRECTOR-EX-OFFICIO MBR	1.0 ................. 2.0	X	X		0	658,277	19,298
(7) CHARLES SCHNEIDER MD FACP...................................................................... BOARD MEMBER	1.0 ................. 0.0	X			0	412,395	76,053
(8) ANGELA R COLADONATO DNP RN...................................................................... BOARD MEMBER	1.0 ................. 54.0	X			0	412,106	18,801
(9) DAVID F ALEXANDER...................................................................... CFO/ASST CON/SECRETARY	1.0 ................. 2.0	X	X		0	358,806	28,009
(10) SARAH GLICK JOHNSON...................................................................... SECRETARY	1.0 ................. 2.0	X	X		0	329,414	27,174
(11) KRISTIE SMITH...................................................................... NURSE EMERGENCY RESPONSE	55.0 ................. 0.0			X	229,497	0	27,139
(12) KATHERINE MAJOR...................................................................... DIRECTOR PENN HOME PALLIATIVE	55.0 ................. 0.0			X	201,244	0	18,733
(13) SUSAN C FOSTER...................................................................... HOSPICE SYSTEM DIRECTOR	55.0 ................. 0.0			X	199,612	0	18,872
(14) EVELYN DESMOND...................................................................... DIRECTOR HOSPICE	55.0 ................. 0.0			X	197,825	0	9,105
(15) JENNIFER DWYER...................................................................... REGISTERED NURSE	55.0 ................. 0.0			X	167,968	0	27,246
(16) DANIEL FEINBERG MD...................................................................... BOARD MEMBER	1.0 ................. 0.0	X			0	0	0
(17) RAINA MERCHANT MD...................................................................... BOARD MEMBER	1.0 ................. 0.0	X			0	0	0

Form 990 (2024)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) GRETA GILBODE........................................................................ BOARD MEMBER AS OF 6/4/25	1.0 .......................0.0	X	0	0	0
(19) MARC ANGELO MD........................................................................ BOARD MEMBER AS OF 6/4/25	1.0 .......................0.0	X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	996,146	11,503,277	1,096,524

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 39

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation
STAR 150 BALA LLC, 6 INDUSTRIAL WAY WEST STE E12 EATONTOWN,NJ07724	PROPERTY LEASE SRVCS	3,004,220
GHR HEALTHCARE LLC, 1 VALLEY SQUARE STE 200 BLUE BELL,PA19422	OUTSOURCED STAFFING	2,087,883
ANS INFUSION INC, 41 BYBERRY ROAD STE 10 HATBORO,PA19040	MEDICAL SERVICES	1,916,208
EKLEGO WORKFORCE SOLUTIONS LLC, 110 MARINA DRIVE ROCHESTER,NY14626	OUTSOURCED STAFFING	1,449,275
ALLIED UNIVERSAL COMPANY, 1617 JOHN F KENNEDY BLVD PHILADELPHIA,PA19103	OUTSOURCED STAFFING	599,863
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 14

Form 990 (2024)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..		1a	33,314
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	277,335

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		310,649

		Business Code
2a	NET PATIENT SERVICE REVENUES	620000	22,265,147	22,265,147
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		22,265,147

3 Investment income (including dividends, interest, and othersimilar amounts) ......			138,164			138,164
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......			0
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........			0
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See instructions.....			22,713,960	22,265,147	0	138,164

Form 990 (2024)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	12,522,160	9,879,984	2,642,176	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	0
9	Other employee benefits .......	3,673,010	2,898,005	775,005	0
10	Payroll taxes ...........	0
11	Fees for services (non-employees):
a	Management ......	794,565	626,912	167,653	0
b	Legal .........	0
c	Accounting ...........	0
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,520,727	1,199,854	320,873
12	Advertising and promotion ....	23,468	18,516	4,952
13	Office expenses .......	90,481	71,390	19,091
14	Information technology ......	0
15	Royalties ..	0
16	Occupancy ...........	0
17	Travel ............	317,622	250,604	67,018
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	0
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	0
23	Insurance ...	0
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	SUPPLIES	2,266,118	2,266,118	0	0
b	DUES & LICENSES	25,701	20,278	5,423
c	SUBSCRIPTIONS & BOOKS	19,915	15,713	4,202
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	21,253,767	17,247,374	4,006,393	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2024)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........			2,044,371	1	116,921
2	Savings and temporary cash investments .........			0	2	0
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			594,939	4	5,444
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			0	8	0
9	Prepaid expenses and deferred charges ......			29,202	9	0
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	26,124
b	Less: accumulated depreciation	10b	26,124		10c
11	Investments—publicly traded securities .			1,046,214	11	1,247,533
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			0	15	0
16	Total assets. Add lines 1 through 15 (must equal line 33)...			3,714,726	16	1,369,898

17	Accounts payable and accrued expenses .....	2,611,998	17	2,504,011
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	8,466,016	25	4,735,593
26	Total liabilities. Add lines 17 through 25..	11,078,014	26	7,239,604

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	-8,409,502	27	-7,117,239
28	Net assets with donor restrictions ...........	1,046,214	28	1,247,533
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	-7,363,288	32	-5,869,706
33	Total liabilities and net assets/fund balances ........	3,714,726	33	1,369,898

Form 990 (2024)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

22,713,960

Total expenses (must equal Part IX, column (A), line 25) ............

21,253,767

Revenue less expenses. Subtract line 2 from line 1 ..............

1,460,193

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

-7,363,288

Net unrealized gains (losses) on investments ...............

22,964

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

10,425

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

-5,869,706

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Form 990 (2024)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

WISSAHICKON HOSPICE OF UPHS

Employer identification number

23-2152662

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	272,985	189,083	303,380	465,675	310,649	1,541,772
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	33,195,149	33,347,497	24,956,148	21,136,639	22,265,147	134,900,580
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....						0
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...						0
5	The value of services or facilities furnished by a governmental unit to the organization without charge						0
6	Total. Add lines 1 through 5	33,468,134	33,536,580	25,259,528	21,602,314	22,575,796	136,442,352
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons						0
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.						0
c	Add lines 7a and 7b..						0
8	Public support. (Subtract line 7c from line 6.)						136,442,352

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...	33,468,134	33,536,580	25,259,528	21,602,314	22,575,796	136,442,352
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	118,502	114,342	132,270	136,783	138,164	640,061
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.						0
c	Add lines 10a and 10b.	118,502	114,342	132,270	136,783	138,164	640,061
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.						0
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	372,108	691,196	51,815	1,060,810	0	2,175,929
13	Total support. (Add lines 9, 10c, 11, and 12.)..	33,958,744	34,342,118	25,443,613	22,799,907	22,713,960	139,258,342

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

97.978 %

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

97.793 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

0.460 %

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

0.395 %

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

WISSAHICKON HOSPICE OF UPHS

Employer identification number

23-2152662

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization WISSAHICKON HOSPICE OF UPHS

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization WISSAHICKON HOSPICE OF UPHS		Employer identification number 23-2152662

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization WISSAHICKON HOSPICE OF UPHS			Employer identification number 23-2152662
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

WISSAHICKON HOSPICE OF UPHS

Employer identification number

23-2152662

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	238,672	234,651	243,627	489,846	424,966
b	Contributions ...	200	200	0	0	0
c	Net investment earnings, gains, and losses	27,676	15,781	2,596	-235,389	75,237
d	Grants or scholarships ...	0	0	0	0	0
e	Other expenditures for facilities and programs ...	12,094	11,960	11,572	10,830	10,357
f	Administrative expenses ....	0	0	0	0	0
g	End of year balance ......	254,454	238,672	234,651	243,627	489,846

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

100.000 %

Term endowment right arrow

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....	0	0	0
c	Leasehold improvements
d	Equipment ....	26,124	26,124	0
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				0

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
DUE TO AFFILIATES	4,735,593








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	4,735,593
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PART V, LINE 4	INTENDED USE OF ENDOWMENT FUNDS WISSAHICKON HOSPICE HOLDS ONE ENDOWMENT FUND, THE DAVID BRADLEY FUND. ALL PROCEEDS ARE USED IN FURTHERANCE OF THE DAVID BRADLEY CHILDREN'S BEREAVEMENT PROGRAM (THE "PROGRAM"). THE PROGRAM IS A VALUABLE AND UNIQUE COMMUNITY RESOURCE AVAILABLE TO CHILDREN AND TEENS AT NO COST TO THE FAMILIES. THE PROGRAM'S LICENSED PROFESSIONAL COUNSELOR PROVIDES INDIVIDUAL COUNSELING SERVICES - BEFORE AND AFTER THE DEATH OF THE CHILD'S LOVED ONE. PART OF THE MISSION OF THE PROGRAM IS TO PROVIDE THE COMMUNITY WITH EDUCATIONAL MATERIALS AND SUPPORT SERVICES TO ENCOURAGE DISCUSSION AND PROVIDE METHODS FOR CHILDREN AND TEENS TO UNDERSTAND THEIR EMOTIONS AFTER THE DEATH OF A SPECIAL PERSON IN THEIR LIVES. A CHILDREN'S BEREAVEMENT COUNSELOR IS AVAILABLE AS A RESOURCE FOR: TEACHERS AND SCHOOL COUNSELORS, COMMUNITY AND NON PROFIT GROUPS, CHURCHES AND SCHOOL SEMINARS, SPEAKING AND LECTURE PROGRAMS. ------------------------------
SCHEDULE D, PART X, LINE 1	DETAIL OF OTHER LIABILITIES THE DUE TO AFFILIATES ACCOUNT REPRESENTS AMOUNTS OWED BY THIS ORGANIZATION TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("PENN"), A RELATED ORGANIZATION, BASED UPON PENN'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN OF ITS AFFILIATES. ------------------------------
SCHEDULE D, PART X, LINE 2	TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2025 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

WISSAHICKON HOSPICE OF UPHS

Employer identification number

23-2152662

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1PATRICK J BRENNAN MD BOARD MEMBER	(i) (ii)	0 ------------- 610,498	0 ------------- 305,936	0 ------------- 101,350	0 ------------- 34,500	0 ------------- 26,580	0 ------------- 1,078,864	0 ------------- 0
2JOAN M DOYLE MSN MBA EXEC. DIRECTOR-EX-OFFICIO MBR	(i) (ii)	0 ------------- 389,940	0 ------------- 182,580	0 ------------- 85,757	0 ------------- 0	0 ------------- 19,298	0 ------------- 677,575	0 ------------- 0
3KEVIN B MAHONEY BOARD MEMBER	(i) (ii)	0 ------------- 1,880,100	0 ------------- 1,029,800	0 ------------- 44,887	0 ------------- 352,800	0 ------------- 21,577	0 ------------- 3,329,164	0 ------------- 0
4KEITH KASPER CHAIR & CONTROLLER-EX-OFFICIO	(i) (ii)	0 ------------- 1,004,092	0 ------------- 1,531,258	0 ------------- 227,425	0 ------------- 218,400	0 ------------- 19,135	0 ------------- 3,000,310	0 ------------- 189,584
5KATHERINE MAJOR DIRECTOR PENN HOME PALLIATIVE	(i) (ii)	200,816 ------------- 0	0 ------------- 0	428 ------------- 0	0 ------------- 0	18,733 ------------- 0	219,977 ------------- 0	0 ------------- 0
6EVELYN DESMOND DIRECTOR HOSPICE	(i) (ii)	196,645 ------------- 0	0 ------------- 0	1,180 ------------- 0	0 ------------- 0	9,105 ------------- 0	206,930 ------------- 0	0 ------------- 0
7SUSAN C FOSTER HOSPICE SYSTEM DIRECTOR	(i) (ii)	198,400 ------------- 0	0 ------------- 0	1,212 ------------- 0	0 ------------- 0	18,872 ------------- 0	218,484 ------------- 0	0 ------------- 0
8KRISTIE SMITH NURSE EMERGENCY RESPONSE	(i) (ii)	198,876 ------------- 0	0 ------------- 0	30,621 ------------- 0	0 ------------- 0	27,139 ------------- 0	256,636 ------------- 0	0 ------------- 0
9SARAH GLICK JOHNSON SECRETARY	(i) (ii)	0 ------------- 257,119	0 ------------- 71,893	0 ------------- 402	0 ------------- 0	0 ------------- 27,174	0 ------------- 356,588	0 ------------- 0
10CHARLES SCHNEIDER MD FACP BOARD MEMBER	(i) (ii)	0 ------------- 300,456	0 ------------- 0	0 ------------- 111,939	0 ------------- 34,500	0 ------------- 41,553	0 ------------- 488,448	0 ------------- 0
11ANGELA R COLADONATO DNP RN BOARD MEMBER	(i) (ii)	0 ------------- 334,872	0 ------------- 72,814	0 ------------- 4,420	0 ------------- 0	0 ------------- 18,801	0 ------------- 430,907	0 ------------- 0
12DAVID F ALEXANDER CFO/ASST CON/SECRETARY	(i) (ii)	0 ------------- 278,278	0 ------------- 79,249	0 ------------- 1,279	0 ------------- 0	0 ------------- 28,009	0 ------------- 386,815	0 ------------- 0
13JOHN J HERMAN MBA BOARD MEMBER	(i) (ii)	0 ------------- 711,285	0 ------------- 331,771	0 ------------- 111,099	0 ------------- 106,110	0 ------------- 28,020	0 ------------- 1,288,285	0 ------------- 84,679
14JENNIFER DWYER REGISTERED NURSE	(i) (ii)	167,889 ------------- 0	0 ------------- 0	79 ------------- 0	0 ------------- 0	27,246 ------------- 0	195,214 ------------- 0	0 ------------- 0
15REGINA S CUNNINGHAM PHD RN NE BOARD MEMBER	(i) (ii)	0 ------------- 836,741	0 ------------- 404,671	0 ------------- 201,366	0 ------------- 0	0 ------------- 18,972	0 ------------- 1,461,750	0 ------------- 166,360

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE J, PART I, LINE 3	TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------
SCHEDULE J, PART I, LINE 4B	PARTICIPATION IN A SUPP NONQUALIFIED PLAN CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR: CUNNINGHAM, REGINA - $166,360 DOYLE, MSN MBA, JOAN M. - $57,435 HERMAN, JOHN J. - $84,678 KASPER, KEITH - $189,584 THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR THE CHIEF EXECUTIVE OFFICER OF THE HEALTH SYSTEM. VESTING IN THE SERP OCCURS ON JUNE 30, 2027 OR UPON THE OCCURRENCE OF CERTAIN EVENTS (DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: KEVIN MAHONEY - NO DISTRIBUTION THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: BRENNAN, PATRICK J. - NO DISTRIBUTION SCHNEIDER, CHARLES J. - NO DISTRIBUTION ------------------------------
SCHEDULE J, PART I, LINE 7	PROVISION OF NON-FIXED PAYMENTS WISSAHICKON HOSPICE PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. ------------------------------

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

WISSAHICKON HOSPICE OF UPHS

Employer identification number

23-2152662

Return Reference	Explanation
FORM 990, PART III - PROGRAM SERVICE	DURING THE YEAR ENDED JUNE 30, 2025, WISSAHICKON HOSPICE PROVIDED UNCOMPENSATED CARE, COMPRISED OF CHARITY CARE AND THE PROVISION FOR BAD DEBTS, TOTALING $1,330,226 AND $3,495,222 FOR 2025 AND 2024, RESPECTIVELY. WISSAHICKON HOSPICE PROVIDES PROFESSIONAL AND PUBLIC EDUCATIONAL PROGRAMMING. TOPICS INCLUDE ISSUES RELATED TO END OF LIFE CARE WITH ATTENTION TO THE NEEDS OF BOTH PROFESSIONALS AND FAMILY CAREGIVERS. OUTREACH EFFORTS INCLUDE WORKSHOPS, SYMPOSIA, INFORMATIONAL AND REFERRAL SERVICES, WEB BASED RESOURCES, AND AUDIO AND VIDEO PROGRAMMING. DURING THE YEAR ENDED JUNE 30, 2025, WISSAHICKON HOSPICE PROVIDED THE FOLLOWING PROGRAMS TO PROFESSIONALS AND THE PUBLIC AT LITTLE OR NO CHARGE: > COMMUNITY SUPPORT/SERVICES - HOSTED A WELCOME HOME EVENT - JUDAH MINISTRIES IN COATESVILLE, PA. 100 PARTICIPANTS - HOSTED FREEDOM MEDAL SPONSORHIP DINNER - MEMORIAL GARDEN PLANTED AT GARDEN SPRINGS NURSING AND REHAB NURSING HOME - HELD A MEMORIAL SERVICE FOR RENAISSANCE NURSING HOME SUPPORTING BOTH STAFF AND RESIDENTS - FACILITATED HOLIDAY BINGO FOR HUNTINGTON VALLEY NURSING HOME > WE HONOR VETERANS - ACHIEVED LEVEL V OF "WE HONOR VETERANS" - THE PROGRAM SEEKS TO SUPPORT VETERANS AT THE END OF LIFE, ACKNOWLEDGE THEIR SERVICE, AND CONNECT THEM TO THE VA TO ACCESS BENEFITS. THE PROGRAM WAS EXPANDED TO PALLIATIVE CARE AND HOME CARE PATEINTS IN AN EFFORT TO HELP VETERANS CONNECT TO ENTITLED SERVICES THROUGH THE VA PRIOR TO END OF LIFE. - RECOGNIZED THE SERVICE OF 407 VETERAN'S BY HOLDING PINNING CEREMONIES IN THE VETERANS' HOMES. - DELIVERED 40 GIFTS TO VETERANS-ON-VETERANS DAY - VETERAN's PROGRAM EXPANDING TO INCLUDE DIRECT COLLABORATION WITH THE VA IN PROVIDING INFORMATION FOR VETERANS ON HOW TO ACCESS THEIR VA HEALTH BENEFITS. - FACILITATED VETERANS DAY EVENT AT THE SMILLOW CENTER; PENN MEDICINE VCEP "THE POWER OF STORY: HEALING THROUGH CONNECTION." 60 PARTICIPANTS > HELD SEVERAL EVENTS SUPPORTING OUR VETERANS: - CHESTNUT HILL LODGE HEALTHCARE AND REHABILITATION CENTER EDUCATION. 14 PARTICIPANTS - VETERAN COMMUNITY PARTNERSHIP OF SOUTH-CENTRAL PA PANEL DISCUSSION. 36 PARTICIPANTS - HARRISON HALL EDUCATION SESSION ON VETERANS' NEEDS. 11 PARTICPANTS - ANNUAL SERVICE OF REMEBRANCE VETERAN TRIBUTE. 750 PARTICIPANTS - VET TO VET CAF AT WEST CHESTER REHAB. 18 PARTICIPANTS - VET TO VET CAF AT CHESTNUT HILL. 30 PARTICIPANTS - VET TO VET CAF AT SAINT JOSEPH'S VILLA. 38 PARTICIPANTS - VET TO VET CAF AT CHITE HORSE VILLAGE. 35 PARTICIPANTS - VET TO VET CAF AT THE HEARTH AT DREXEL. 25 PARTICPANTS > PROVIDED EDUCATION FOCUSED ON VETERANS: - THE 15 THINGS VETERANS WANT YOU TO KNOW VIDEO: 96 PARTICIPANTS - WE HONOR VETERANS PROGRAM ORIENTATION HELD: 25 PARTICIPANTS - VETERAN ISSUES AT END OF LIFE: 22 PARTICIPANTS - WEBINAR ON MORAL INJURY, PTSD, AND SUICIDE IN VETRANS: 91 PARTICIPANTS - INTRODUCTION TO TRUAMA INVORMED CARE: 89 PARTICIPANTS - WELCOME HOME VIETNAM BETRANS PRESENTATION (4 OFFERINGS): 135 PARTICIPANTS - BRAVE CONVERSATIONS: 42 PARTICIPANTS - WARRIOR CANINE CONNECTION: 37 PARTICIPANTS - CAKE DRIVE: REMEMBERING PATIENT/FAMILY SPECIAL EVENTS WITH HOMEMADE AND BEAUTIFULLY DECORATED CAKES. 55 CAKES DELIVERED. - COOKIE DRIVE FOR THE HOLIDAY: OVER 100 FAMILIES RECEIVED HOMEMADE COOKIES FROM HOSPICE TEAM MEMBERS. > VOLUNTEER SUPPORT AND SERVICES - COMPANIONSHIP VOLUNTEERS: OVER 1302 UNIQUE VOLUNTEER VISITS MADE TO COMMUNITY HOSPICE PATIENTS FOR COMPANIONSHIP AND/OR CAREGIVER RELIEF WITH 51 ACTIVE VOLUNTEERS CURRENTLY SERVING. - VOLUNTEER BEREAVMENT CALLS MADE TO ALL BEREAVED TO INTRODUCE THE BEREAVEMENT PROGRAM AND CHECK ON PATIENT AND FAMILY NEEDS. - TWO VOLUNTEERS PROVIDED ASSISTANCE RUNNING A GRIEF GROUP FOR YOUNG ADULTS. - WEEKLY PROACTIVE CALLS MADE TO PATEINTS BY VOLUNTEERS TO ASSESS WEEKEND NEEDS. - DISTRIBUTED PATIENTS GIFTS AND COOKIES TO 150 PATIENTS FOR HOLIDAY SEASON. - DISTRIBUTED 34 CASKES THROOGHOUT THE YEAR FOR CELEBRATORY EVENTS. - DISTRIBUTED 95 BLANKETS\QUILTS TO PATIENT AND FAMILIES FOR COMFORT. - INITIATED BEREAVEMENT BUDDY PROGRAM FOR BEREAVEMENT SUPPORT. > CHILDREN'S BEREAVEMENT - COMMUNITY BEREAVEMENT PROGRAM: ESTABLISHED IN 2021 FOR INDIVIDUALS WHO WERE NOT ON SERVICE WITH PENN MEDICINE HOSPICE BUT EXPERIENCED A LOSS AND NEEDED ADDITIONAL SUPPORT.?PARTICIPANTS ARE INVITED TO PARTICIPATE IN WEEKLY GROUP SESSIONS, WORKSHOPS, AND MEMORIAL SERVICES. - THE DAVID BRADLEY CHILDREN'S BEREAVEMENT PROGRAM IS A VALUABLE AND UNIQUE COMMUNITY RESOURCE AVAILABLE TO CAREGIVERS OF CHILDREN AND TEENS AT NO COST TO THE FAMILIES. THE PROGRAM'S LICENSED PROFESSIONAL. - COUNSELOR PROVIDES CONSULTATIVE SERVICES FOR THE CAREGIVERS OF CHILDREN WHO HAVE A LOVED ONE WITH A TERMINAL ILLNESS OR HAVE EXPERIENCED A DEATH OF THEIR LOVED ONE. - PART OF THE MISSION OF THE DAVID BRADLEY CHILDREN'S BEREAVEMENT PROGRAM IS TO PROVIDE THE COMMUNITY WITH EDUCATIONAL MATERIALS AND SUPPORT SERVICES TO ENCOURAGE DISCUSSION AND PROVIDE METHODS FOR CHILDREN AND TEENS TO UNDERSTAND THEIR EMOTIONS. - PRESENTED AT THE CHILD BEREAVEMENT COLLABORATIVE - CAMP ERIN PHILADELPHIA PROVIDED OPPORTUNITY FOR YOUNG PEOPLE TO CONNECT AROUND THEIR SHARED EXPERIENCE OF LOSS AND GRIEF, WHILE PARTICIPATING IN REGULAR CAMP ACTIVITIES. 72 ATTENDEES, 105 VOLUNTEERS PARTICIPATED. > ADULT BEREAVEMENT SERVICES - PROVIDED A BEREAVEMENT SUPPORT SESSION FOR STAFF AT CHESTER COUNTY HOSPITAL - COMMUNITY OUTREACH PROGRAMS TO SUPPORT GRIEF AND LOSS WERE OFFERED THROUGHOUT THE YEAR TO THE COMMUNITY FREE OF CHARGE. - SPECIAL PROGRAMS WERE OFFERED DURING DIFFICULT HOLIDAYS, SUPPORTING GRIEVING CHILDREN AND ADULTS DURING THE HOLIDAYS. - SUPPORT GROUPS INCLUDE: SPOUSAL LOSS, A YOUNG ADULT GRIEF SUPPORT GROUP, A GROUP FOR CAREGIVERS OF GRIEVING CHILDREN. - VIRTUAL MEMORIAL SERVICE: OFFERED OVER A YOU TUBE CHANNEL AND EXTENDED TO HOSPICE, HOMECARE, PALLIAITVE CARE, HOSPITAL AND NURSING HOME FACILITIES. THE MEMORIAL SERVICE PROGRAM WILL REMAIN AVAILABLE FOR VEIWING THROUGHOUT THE YEAR. - OFFER BEREAVEMENT SUPPORT FOR LOCAL SCHOOL DISTRICTS. > EDUCATION - PRESENTED AT THE CHILDRENS HOSPITAL OF PHILADELPHIA ON "FINDING OUR VOICES." - PRESENTED AT THE END-OF-LIFE NURSING EDUCATION CONSORTIUM (ELNEC) - INITIATED PRESS GANEY'S COMPASSIONATE CARE MODEL IN RESPONSE TO FAMILY FEEDBACK TO SUPPORT STAFF AND IMPROVE THE PAEINT/FAMILY EXPERICE. THIS WILL BE A YEARLONG EFFORT TO IMPROVE COMMUNICATION, FOSTER A COMPASSIONATE RESPONSE TO CARE NEEDS AND PROVIDE SUPPORT TO CLINICIANS WORKING WITH CHALLENGING POPULATION. STAFF AND MANAGERS PARTICIPATED IN A DAY LONG SIMULATION WITH ACTORS WHO ROLE PLAYED DIFFERENT SCENARIOS. THE GOAL IS TO HAVE STAFF RECEIVE FEEDBACK AND ADJUST THEIR COMMUNICATION STYEL TO THE PATIENT AND FAMILY NEEDS. - PATIENT SATISFACTION GROUP, RENAMED THE PATEINT FAMILY EXPERIECE COMMITTEE, UPDATED MODULES OF CAREGIVERS CORNER WHICH IS A SERIES OF 21 SHORT FORM VIDEOS THAT OUTLINE VARIOUS ASPECTS OF THE HOSPICE PROCESS. IN THE FIRST 5 DAYS OF SERVICE, CAREGIVERS AND PATIENTS ARE INUNDATED WITH INFORMATION FROM A VARIETY OF SOURCES, SOMETIMES BEING ABLE TO RETAIN ALL THE IMPORTANT PARTS OF THE CONVERSATION. THESE VIDEOS ARE DESIGNED TO SUPPLEMENT THE INITIAL VISITS AND PROVIDE OPPORTUNITY TO REVIEW INFORMATION AT A CAREBIVER/PATIENT LEVEL. - INITIATED A PROJECT IN CONJUNCTION WITH HEALTH SYSTEM HOSPITALS TO IMPROVE GOALS OF CARE, ACCESS TO HOSPICE CARE, AND SUPPORT PATIENTS/FAMILIES AND HOSPITAL STAFF WITH QUALITY END OF LIFE CARE. THE FOCUS STARTED WITH ICU PATIENTS WHO ARE RECEIVING COMFORT CARE BUT WHOSE UNAMANAGED SYMPTOMS AND FAMILY SUPPORT NEED TO BE ADDRESSED. - SHORT FORM VIDEO SERIES, "TRY THIS": THE PROJECT WAS DESINGED TO SHARE TIPS WITH CLINICIANS FOR IMPROVED COMMUNICATION AND USE OF VARIOUS SKILLS BY CLINICIANS FOR CLINICIANS OUT IN THE FIELD. SHORT VIDEOS, APPROX 1-2 MINUTES IN LENGTH, COUPLED WITH SIMPLE FLYERS FOR REVIEW, ARE PROVIDED TO CLINICIANS TO VEIW AT THEIR OWN TIME AND WITHIN TEAM MEETINGS. SOME OF THE TOPICES INCLUDE: (AIDET ACRNONYM -ACKNOWLEDGE, INTRODUCE, DURATION, EXPLAIN, THANK., TIPS ON HOW TO IMPROVE COMMUNICATION -VERGAL AND NONVERBAL TIPS, KEYS TO ACTIVE LISTENING, DOORR ACRONYM-DATE, OUTLINE, OTHERS, REQUESTS, REMIND, HOW TO SHOW THEM YOU CARE, HOW TO ENSURE THE CAREGIVER UNDERSTANDS WHAT YOU ARE SAYING, TIPS ON PATEINTS WHO DON'T WANT TO TAKE THEIR MEDICINE, TIPS ON HANDLING CONFLICT, HOW TO BE A CALMING PRSESENCE WHEN YOU HAVE AN ANXIOUS PATIENT. - SWITCHBOARD TEXT MESSAGING: THE SWITCHBOARD IS A PENN MEDICINE PROPRIETARY PIECE OF TECHONOLGY THAT ALLOWS THE ORGANIZATION TO SEND TEXT MESSAGES DIRECTLY TO CARETGIVERS/PATIENTS AND PROVIDE REAL TIME EXPERIENCE BASED SURVESY. THEY SURVEYS ARE DESIGNED TO PROVIDE INFORMATION AS WELL AN OPPORTUNITY FOR FEEDBACK. THE RESPONSES TO THE SURVEY GO TO A WEB BASED PORTAL THAT TEAM MANAGERS CAN REVIEW ON A REGULAR BASIS. THE PORTAL ALSO ALLOWS THEM TO RESPOND DIRECTLY TO CONCERNS RAISED IN THE RESPONSES.
FORM 990, PART III - PROGRAM SERVICE (CONTINUED)	- 4 SW CEU'S GIVEN ON CHRONIC ILLNESS APPROVED THROUGH UNIV OF PENNSYLVANIA SCHOOL OF SOCIAL WORK TOPICS: 1 CEU TALK SAVES LIVES SUICIDE EDUCATION (IPDS) 1 CEU ADVANCED CARE PLANNING (IPDS) 1 CEU WOMEN'S EHALTH (IPDS) 1 CEU MINDFULNESS (IPDS) - NON-CEU EDUCATION PROVIDED FOR MSW'S ON DIRECT CREMATION AND THE WELFARE BURIAL BENEFIT ESTATE PLANNING AND GUARDIANSHIP - NURSING CEU PRESENTATIONS PROVIDED THROUGHOUT THE YEAR: YEAR: FY25 NUMBER OF NEW OFFERINGS: 14 TOTAL NUMBER OF OFFERINGS (INCLUDES ENDURING): 38 NUMBER OF CONTACT HOURS: 46.25 NUMBER OF RN PARTICIPANTS: 987 OTHER PARTICIPANTS: 630 TOTAL NUMBER OF PARTICIPANTS: 1,617 TOTAL NUMBER OF NCPDS AWARDED: 1,600.50 FY25 AVAILABLE OFFERINGS: NUMBER OF NURSING CREDITS OASIS REVISITED: ENHANCING KNOWLEDGE OF 7 OASIS COMPRESSION DRESSINGS 2 PRECEPTOR CLASS 2.75 UPDATE IN MEDICAL THERAPEUTICS FOR 1 GASTROINTESTINAL MALIGNANCIES TALK SAVES LIVES: AN INTRODUCTION TO 1 SUICIDE PREVENTION IN THE SENIOR COMMUNITY RESILIENCE AND ACCOUNTABILITY: SHOWING UP 1 FOR YOURSELF AND OTHERS PRESSURE INJURY MANAGEMENT IN THE HOME 1 HEALTH SETTING JOINT COMMISSION READINESS 1 ADVANCE CARE PLANNING WITH PARTICULAR 1 ATTENTION TO POLST INTERVENTIONS AND MEDICATIONS USED IN 1 THE TREATMENT OF CARDIO-PULMONARY DIAGNOSES UNDERSTANDING PERIMENOPAUSE AND MENOPAUSE 1 AND HOW IT EFFECTS MENTAL HEALTH AND TREATMENT RECOMMENDATIONS AN INTERPROFESSIONAL APPROACH TO CAUTI 1 PREVENTION IN HOME HEALTH MINDFULNESS AND GRATITUDE FOR STRESS 1 REDUCTION AND ENHANCED PATIENT CARE* ERGONOMICS ON THE GO! 1 PMAH IPDS ONCOLOGIC EMERGENCIES IN 1 THE HOME PMAH IPDS USING THE ARTS FOR COPING 1 WITH COLLECTIVE GRIEF AND AMBIGUOUS LOSS APPROACHES TO MINIMIZING INFECTION RISK 1 AND COMMON INFECTION SCENARIOS ENCOUNTERED IN PERSONS WITH CANCER PMAH IPDS UNDERSTANDING, IDENTIFYING AND 1 DOCUMENTING SOCIAL DETERMINANTS OF HEALTH INNOVATIONS IN HOME CARE: ADVANCED HOME 1 HEALTH BRINGS HOSPITAL LEVEL CARE TO THE HOME PMAH IPDS NAVIGATING THE HOLIDAYS: SUPPORTING 1 OURSELVES AND OUR PATIENTS PMAH GOT HEART? HEART FAILURE ASSESSMENT IN 1 A JIFFY PMAH 2024 ASSESSMENT AND MANAGEMENT OF 1 DYSPNEA IN HOSPICE PMAH 2024 COMPETENCY - MENTAL HEALTH IN 1 THE HOME SETTING 2024 PMH: A RATIONAL APPROACH TO OPTIMIZING 1 HOSPICE PATIENTS' MEDICATION 2024 PMAH IPDS EMPATHY AND BOUNDARY SETTING 1 2024 PMAH IPDS INTRODUCTION TO TRAUMA 1 INFORMED CARE FOR HEALTHCARE PROVIDERS 2024 PMAH IPDS DEMENTIA FRIENDS PENNSYLVANIA: 1 A DEMENTIA FRIENDLY AMERICA INITIATIVE PMAH CARING FOR A PATIENT AFTER BREAST SURGERY: 1 A COMPREHENSIVE APPROACH SERVANT LEADERSHIP: HOW EACH OF US CAN BE 0.50 A LEADER PMAH IPDS CARING FOR PATIENTS WITH 1 CARDIOPULMONARY IMPAIRMENTS PMAH IPDS CHRONIC VENOUS INSUFFICIENCY 1 AND WOUNDS PMAH IPDS CARE OF PATIENTS WITH VENTRICULAR 1 ASSIST DEVICES (VADS) IN THE HOME 2023 - PAIN MANAGEMENT: A RATIONAL APPROACH TO 1 PAIN MANAGEMENT FOR HOSPICE PATIENTS PMAH IPDS DIFFERENTIAL DIAGNOSIS OF THE 1 DIZZY PATIENT FEVER AND RASH - WITH EMPHASIS ON 1 SUMMERTIME FEVERS PMAH IPDS AGING IN PLACE: COGNITIVE FUNCTION, 1 PHYSICAL ABILITIES, AND POLYPHARMACY PMAH 2023 - HOSPICE EMERGENCIES 1 PMAH IPDS AGING IN PLACE: SERIOUS 1 ILLNESS CONVERSATION - LEADERSHIP PARTICIPATES IN CURRICULUM FOR NURSING STUDENTS ON DEATH AND DYING TOPICS. - PROVIDED LECTURES FOR PENN PHD GRADUATE STUDENTS PROGRAM - PRESENT MODULES AT MONTHLY ELNEC MEETINGS - STAFF MEMBERS PROVIDE REAL LIFE EXPERIENCE TRAINING TO MED STUDENTS ON END-OF-LIFE CARE (DOC 101) - STAFF MEMBERS PROVIDE MONTHLY CLASSROOM EDUCATION ON UNDERSTANDING THE ROLE OF SPIRITUAL AND PSYCHOSOCIAL DISTRESS ON THE DISEASE PROGRESSION. - PARTNER WITH THE SCHOOL OF MEDICINE TO PROVIDE MEDICAL STUDENT ROTATION THROUGH HOSPICE. - AGENCY WIDE HEALTH AND WELLNESS COMMITTEE ESTABLISHED TO PROMOTE SELF CARE AMONG EMPLOYEES. - COORDINATED WITH FUTURE MEDICAL STUDENTS ON A STUDENT VOLUNTEER PROGRAM THROUGH THE UNIVERSITY OF PENNSYLVANIA (SHOOP). > LEADERSHIP - HOSPICE LEADERSHIP SERVES ON NATIONAL AND INDUSTRY ORGANIZATIONS INCLUDING, NATIONAL ALLIANCE FOR CARE AT HOME, PENNSLYVANIA HOSPICE NETWORK, AND PENNSYLVANIA HOMECARE ASSOCIATION. - PROVIDE LEADERSHIP, TRAINING AND SUPERVISION TO COMMUNITY HEALTH WORKERS SERVING DISENFRANCHISED ZIP CODES IN WEST PHILADELPHIA. -SERVE ON CHESTER COUNTY HOSPITAL ETHICS COMMITTEE -SERVE ON CHESTER COUNTY EMERGENCY MANAGEMENT COMMITTEE ------------------------------
FORM 990, PART IV, LINE 32 & PART X	INAPPLICABILITY OF SCHEDULE N SCHEDULE N IS NOT APPLICABLE SINCE THE CURRENT YEAR REDUCTION IN NET ASSETS WAS DUE TO CURRENT YEAR RESULTS OF OPERATIONS RATHER THAN BEING DUE TO A SALE, EXCHANGE, DISPOSITION, OR TRANSFER OF 25% OR MORE OF NET ASSETS. ------------------------
FORM 990, PART V, LINE 1A	FORMS 1099 THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. ------------------------------
FORM 990 PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PWC US TAX LLP FOR REVIEW AND RETURN PREPARATION. A DRAFT COPY OF THE 2024 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS SUBMITTED TO THE BOARD FOR THEIR REVIEW. A COPY OF THE FINAL 2024 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ------------------------------
FORM 990 PART VI, SECTION A, LINE 12C	BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; AND (5) MEMBERS OF THE INVESTMENT BOARD. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. --------------------------------------------
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION PROCESS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ------------------------------
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ------------------------------
FORM 990, PART XI, LINE 9	OTHER CHANGES IN NET ASSETS OTHER CHANGES IN NET ASSETS $ 10,425 __________ TOTAL OTHER CHANGES IN NET ASSETS $ 10,425 ------------------------------

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

WISSAHICKON HOSPICE OF UPHS

Employer identification number

23-2152662

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)AFFILIA HOME HEALTH 1811 OLDE HOMESTEAD LANE LANCASTER,PA17601 23-1352572	HOME HEALTH	PA	501(c)(3)	10	LG HEALTH		No
(2)CARL V S PATTERSON IRR 116 ALLEGHENY CENTER MAIL P8YB3502L PITTSBURGH,PA15212 23-6415355	SUPPORT TRUST	PA	4947(A)(1)	N/A	NA		No
(3)CHESTER COUNTY HOSPITAL 701 E MARSHALL STREET WEST CHESTER,PA19380 23-0469150	HEALTHCARE	PA	501(C)(3)	3	CCH&HS		No
(4)CHESTER COUNTY HOSPITAL & HEALTH SYSTEM 701 E MARSHALL STREET WEST CHESTER,PA19380 26-4233321	MGMT SRVCS	PA	501(C)(3)	12, I	TRUSTEES		No
(5)CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR,PA19087 23-2729852	HEALTHCARE	PA	501(c)(3)	10	TRUSTEES		No
(6)HAJOCA 3025 INC 3451 WALNUT STREET ROOM 737 PHILADELPHIA,PA19104 84-3379653	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(7)LANCASTER GENERAL HEALTH 555 NORTH DUKE STREET LANCASTER,PA17602 23-2250941	SUPPORT ORG	PA	501(C)(3)	12, II	TRUSTEES		No
(8)LANCASTER GENERAL HEALTH COLUMBIA CENTER 306 NORTH 7TH STREET COLUMBIA,PA17512 23-0485650	FACILITY MGMT	PA	501(C)(3)	3	LG HOSPITAL		No
(9)LANCASTER GENERAL HEALTH FOUNDATION 555 NORTH DUKE STREET LANCASTER,PA17602 20-5767147	FUNDRAISING	PA	501(C)(3)	7	NA		No
(10)LANCASTER GENERAL HEALTH HOLDINGS 555 NORTH DUKE STREET LANCASTER,PA17602 20-4943109	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH		No
(11)LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET LANCASTER,PA17602 23-1365353	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH		No
(12)LANCASTER GENERAL MEDICAL GROUP 1097 COMMERCIAL AVE EAST PETERSBURG,PA17520 23-2777286	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH		No
(13)MORRIS EST LYDIA T DECD TW 6325 S RAINBOW BLVD STE 300 LAS VEGAS,NV89118 23-6210940	SUPPORT TRUST	NV	501(C)(3)	12, III-FI	NA		No
(14)NEIGHBORHOOD HEALTH AGENCIES INC 795 E MARSHALL STREET WEST CHESTER,PA19380 23-2324782	NURSING	PA	501(C)(3)	12, I	CCH&HS		No
(15)NEIGHBORHOOD LEAGUE HEALTH SERVICES 795 E MARSHALL STREET WEST CHESTER,PA19380 23-2324787	HEALTH SRVCS	PA	501(C)(3)	10	CCH&HS		No
(16)NEIGHBORHOOD VISITING NURSE ASSOCIATION 795 E MARSHALL STREET WEST CHESTER,PA19380 23-1352243	NURSING	PA	501(C)(3)	7	CCH&HS		No
(17)OAP INC 3451 WALNUT STREET ROOM 748 PHILADELPHIA,PA19104 23-1986931	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(18)PENN CENTER FOR REHAB AND CARE 3609 CHESTNUT STREET PHILADELPHIA,PA19104 23-2422635	HEALTHCARE	PA	501(c)(3)	3	PMC		No
(19)PENN CLUB OF NEW YORK INC 30 WEST 44TH STREET NEW YORK,NY10036 23-2726687	CLUB	NY	501(c)(7)	N/A	NA		No
(20)PENN PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA,PA19104 75-2974931	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(21)PENNSYLVANIA HOSPITAL OF UPHS 800 SPRUCE STREET PHILADELPHIA,PA19107 31-1538725	HEALTHCARE	PA	501(C)(3)	3	TRUSTEES		No
(22)PGH DEVELOPMENT CORP 426 CURIE BLVD PHILADELPHIA,PA19104 23-2351015	SUPPORT ORG	PA	501(c)(3)	12, I	NA		No
(23)PRESBYTERIAN MEDICAL CENTER OF UPHS 51 NORTH 39TH STREET PHILADELPHIA,PA19104 23-2810852	HEALTHCARE	PA	501(c)(3)	3	TRUSTEES		No
(24)PRINCETON CAREGIVERS INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-2842773	HOMECARE SVCS	NJ	501(C)(3)	3	PHCS HOLDING		No
(25)PRINCETON HEALTHCARE AFFILIATED PHYS PC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 26-4203938	HEALTHCARE	NJ	501(C)(3)	10	PHCS HOLDING		No
(26)PRINCETON HEALTHCARE SYSTEM ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 21-0635009	HEALTHCARE	NJ	501(C)(3)	3	PHCS HOLDING		No
(27)PRINCETON HEALTHCARE SYSTEM FDN INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-2225911	SUPPORT PHCS	NJ	501(C)(3)	7	PHCS HOLDING		No
(28)PRINCETON HLTHCARE SYSTEM HOLDING INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-3493256	SUPPORT ORG	NJ	501(C)(3)	12, I	TRUSTEES		No
(29)PRINCETON MEDICAL PROPERTIES INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-0022702	REAL ESTATE	NJ	501(C)(2)	N/A	PHCS HOLDING		No
(30)THE ASC TRUST OF THE UNIV OF PA 1500 MARKET ST STE 3500E PHILADELPHIA,PA19102 81-0550464	BUS. TRUST	PA	501(c)(3)	8	NA		No
(31)THE HEART GROUP OF LANCASTER GEN HEALTH 217 HARRISBURG AVENUE LANCASTER,PA17603 30-0634510	CARDIOLOGY	PA	501(C)(3)	3	LG HEALTH		No
(32)THE LEONARD AND MADLYN ABRAMSON INST 421 CURIE BLVD 450 BRB II/III PHILADELPHIA,PA19104 23-2929823	MED RESEARCH	PA	501(c)(3)	4	NA		No
(33)TRUSTEES OF THE UNIVERSITY OF PENN 3451 WALNUT STREET ROOM 305 PHILADELPHIA,PA19104 23-1352685	EDUCATION	PA	501(c)(3)	2	NA		No
(34)UNIVERSITY CITY ASSOCIATES INC 3451 WALNUT STREET ROOM 329 PHILADELPHIA,PA19104 23-3021159	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(35)UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA,PA19104 23-6299508	FAC. CLUB	PA	501(c)(3)	12, I	TRUSTEES		No
(36)UPENN INTERNATIONAL 3451 WALNUT STREET SUITE 731 PHILADELPHIA,PA19104 45-4985731	SUPPORT ORG	PA	501(C)(3)	12, I	TRUSTEES		No
(37)UPENN MASTER RETIREMENT TRUST 3451 WALNUT STREET ROOM 305 PHILADELPHIA,PA19104 04-3574136	RETIRE TRUST	PA	501(A)	N/A	TRUSTEES		No
(38)UPENN RETIREE BENEFITS TRUST 3451 WALNUT STREET ROOM 329 PHILADELPHIA,PA19104 23-2769744	BENEFITS	PA	501(c)(3)	12, I	TRUSTEES		No
(39)PENN MEDICINE-PMA 5 ATRIUM 3400 CIVIC CTR BLVD PHILADELPHIA,PA19104 86-3800365	HEALTHCARE	PA	501(C)(3)	10	CCA		No
(40)CLINICAL SPECIALTY ASSOCIATES 150 MONUMENT ROAD FL 4TH BALA CYNWYD,PA19004 33-1617353	HEALTHCARE	PA	501(c)(3)	PENDING	TRUSTEES		No
(41)DOYLESTOWN HOSPITAL 595 WEST STATE STREET DOYLESTOWN,PA18901 23-1352174	HEALTHCARE	PA	501(c)(3)	3	TRUSTEES		No
(42)DOYLESTOWN HEALTH FOUNDATION 595 WEST STATE STREET DOYLESTOWN,PA18901 23-2368196	FUNDRAISING	PA	501(c)(3)	7	DH		No
(43)DOYLESTOWN HEALTH PHYSICIANS 595 WEST STATE STREET DOYLESTOWN,PA18901 23-2368197	HEALTHCARE	PA	501(c)(3)	12, II	DH		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) PDCP 1740 FUND LP 311 S WACKER DR STE 2620 CHICAGO,IL60601 32-0472404	INVESTMENT	IL	NA							No
(2) CYRUS 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK,NY10022 82-1211542	INVESTMENT	NY	NA							No
(3) CYRUS 1740 MASTER FUND LP 89 NEXUS WAY CAMANA BAY GRKY1-9009 CJ 98-1361754	INVESTMENT	CJ	NA							No
(4) DVG 1740 FUND LP ONE FAWCETT PLACE GREENWICH,CT06830 80-0961539	INVESTMENT	CT	NA							No
(5) EAST MARSHALL STREET PARTNERSHIP LP 701 E MARSHALL STREET WEST CHESTER,PA19380 23-2902742	INVESTMENT	PA	NA							No
(6) FERN HILL PARTNERSHIP III LP 701 E MARSHALL STREET WEST CHESTER,PA19380 30-0409614	RENTAL	PA	NA							No
(7) FERN HILL LLC 701 E MARSHALL STREET WEST CHESTER,PA19380 23-3005147	RENTAL	PA	NA							No
(8) GALLOPAVO LP 4215 WEST LOVERS LANE SUITE 100 DALLAS,TX75209 46-4621967	INVESTMENT	TX	NA							No
(9) JOG V C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY,ALT2P5E9 CA	INVESTMENT	CA	NA							No
(10) JOG VI C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY,ALT2P5E9 CA	INVESTMENT	CA	NA							No
(11) KINGSTOWN 1740 FUND LP 167 MADISON AVE ST 205 1033 NEW YORK,NY10016 84-3119908	INVESTMENT	NY	NA							No
(12) LANCASTER PET PARTNERSHIP LLP PO BOX 4216 LANCASTER,PA17604 23-3102793	MEDICAL SERVICES	PA	NA							No
(13) LG HEALTH COMM CARE COLLAB II 555 NORTH DUKE STREET LANCASTER,PA17602 82-3809581	ACO	PA	NA							No
(14) LG HEALTH COMMUNITY CARE COLLABORATIVE 555 NORTH DUKE STREET LANCASTER,PA17602 45-5542179	ACO	PA	NA							No
(15) MRI GROUP LLP PO BOX 4216 LANCASTER,PA17604 33-1011386	MEDICAL SERVICES	PA	NA							No
(16) NEIGHBRHD PRES & DEV FUND LP 240 NEW YORK DR STE 1 FORT WASHINGTON,PA19034 23-3037919	RENTAL	PA	NA							No
(17) OAKLANDS WAY MEDICAL BUILDING ASSOCIATES 701 E MARSHALL STREET WEST CHESTER,PA19380 83-0490251	RENTAL	PA	NA							No
(18) SRP INVESTORS FUND A LP 2001 ROSS AVE SUITE 400 DALLAS,TX75201 61-1748291	INVESTMENT	TX	NA							No
(19) TURK'S HEAD SURGERY CENTER 915 OLD FERN HILL ROAD BLDG B STE WEST CHESTER,PA19380 20-0184603	MEDICAL SERVICES	PA	NA							No
(20) ST-TO RIBBIT OPPORTUNITY V LLC 364 UNIVERSITY AVENUE PALO ALTO,CA94301 84-1814102	INVESTMENT	CA	NA							No
(21) UNIVERSA BLACK SWAN PROTECTION PROTOCOL 2601 S BAYSHORE DR SUITE 2030 MIAMI,FL33133 85-2143048	INVESTMENT	FL	NA							No
(22) AXIS UKA GP LLC 240 NEW YORK DRIVE SUITE 1 FORT WASHINGTON,PA19034 27-3617178	INVESTMENT	PA	NA							No
(23) LIFT REAL ESTATE PARTNERS FUND II LP 180 SUTTER STREET SUITE 400 SAN FRANCISCO,CA94104 84-4983190	INVESTMENT	CA	NA							No
(24) BEXP II (PARALLEL) LP 5914 W COURTYARD DRIVE AUSTIN,TX78730 87-3188834	INVESTMENT	TX	NA							No
(25) FORERUNNER BUILDERS F-G LP ONE LETTERMAN DR BLDG C SUITE C5 SAN FRANCISCO,CA94129 87-3427543	INVESTMENT	CA	NA							No
(26) GCM CARRIAGE SPV LP 250 WEST 55TH STREET 36TH FLOOR NEW YORK,NY10019 87-2075062	INVESTMENT	NY	NA							No
(27) INITIALIZED CBH SPV LLC 464 TEHAMA STREET SAN FRANCISCO,CA94103 87-1123527	INVESTMENT	CA	NA							No
(28) SAILINGSTONE GLOBAL NATURAL RES FUND LTD 100 WAUGH DRIVE SUITE 600 HOUSTON,TX77007 37-1770014	INVESTMENT	TX	NA							No
(29) AUSTIN 512 LP 5914 W COURTYARD DRIVE SUITE 340 AUSTIN,TX78730 92-1329561	INVESTMENT	TX	NA							No
(30) BLACKSTONE REAL ESTATE PARTNERS VIITE5 C/O THE BLACKSTONE GROUP 345 PARK A NEW YORK,NY10154 80-0815880	INVESTMENT	NY	NA							No
(31) KEYFRAME 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK,NY10022 88-3210105	INVESTMENT	NY	NA							No
(32) LIFT REAL ESTATE PARTNERS FUND III LP 180 SUTTER STREET SUITE 400 SAN FRANCISCO,CA94104 87-2869560	INVESTMENT	CA	NA							No
(33) NEUBERGER BERMAN HEDGED CRYPTOCURRENCY 1290 AVENUE OF THE AMERICAS 22ND F NEW YORK,NY10104 87-1241085	INVESTMENT	NY	NA							No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) ARCM 1740 LTD 27 HOSPITAL ROAD KY1-9008 CJ	INVESTMENTS	CJ	TRUSTEES	C-CORP					No
(2) CLINICAL HEALTH CARE ASSOC OF NJ PC 250 KING OF PRUSSIA RD 4TH FL RADNOR,PA19087 23-2865181	PHYS MGMT	PA	CCA	C-CORP					No
(3) DELANCEY CORPORATION 800 SPRUCE STREET PHILADELPHIA,PA19106 23-2060159	RENTAL	PA	PA HOSPITAL	C-CORP					No
(4) FRANKLIN CASUALTY INSURANCE CO PO BOX 530 BURLINGTON,VT05402 04-3378984	INSURANCE	VT	TRUSTEES	C-CORP					No
(5) NAYA 1740 FUND LTD PO BOX 309 UGLAND HOUSE KY1-1104 CJ	INVESTMENTS	CJ	TRUSTEES	C-CORP					No
(6) PENN MEDICINE LONDON LIMITED VISTRA SUITE 2 FIRST FLOOR 10 TEMPLE BACK,BRISTOLBS1 6FL UK	NETWORKING	UK	UPENN INT'L	LIMITED COMPANY					No
(7) PENN WHARTON CONSULTING (BEIJING) CO LTD UNIT 3106 LEVEL 31 YINTAI OFFICE T CHAOYANG DIST100022 CH	BUS. CONSULTING	CH	UPENN INT'L	C-CORP					No
(8) PHI PHARMACY INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-3467899	INACTIVE	NJ	PHCS HOLDING	C-CORP					No
(9) PRINCETON HEALTH INC & SUBS ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-3450093	MEDICAL	NJ	PHCS HOLDING	C-CORP					No
(10) QUAKER INSURANCE COMPANY LTD VICTORIA STREET PO BOX HM 1826 VICTORIA HALL HM HX BD 30-0708282	SELF-INSURANCE	BD	TRUSTEES	C-CORP					No
(11) THE PAM 1740 FUND LTD PO BOX 309 GEORGE TOWN KYI-1104 CJ	INVESTMENTS	CJ	TRUSTEES	C-CORP					No
(12) TURK'S HEAD HEALTH SERVICES INC 701 E MARSHALL STREET WEST CHESTER,PA19380 23-2329753	MEDICAL SERVICES	PA	CCH&HS	C-CORP					No
(13) UPENN HOSPITALITY INC 3401 WALNUT STREET SUITE 440A PHILADELPHIA,PA19104 23-3076589	HOTEL/RESTAURANT	PA	TRUSTEES	C-CORP					No
(14) CYRUS 1740 FUND LTD 89 NEXUS WAY CAMANA BAY GRAND CAYMAN,GRAND CAYMANKY1-9009 CJ 98-1361907	INVESTMENTS	CJ	TRUSTEES	LIMITED COMPANY					No
(15) CLINICAL HEALTHCARE ASSOC OF NJ SP PC 150 MONUMENT ROAD FL 4TH BALA CYNWYD,PA19004 33-1946468	PHYS MGMT	PA	CCA	C-CORP					No
(16) DH PHYSICIANS AMBULATORY SERVICES 595 WEST STATE STREET DOYLESTOWN,PA18901 81-2885619	MEDICAL SERVICES	PA	DHP	C-CORP					No
(17) COVERED BRIDGE RECIP RISK RETENTION GRP 146 FAIRCHILD STREET STE 135 CHARLESTON,SC29492 87-1236417	FINANCIAL VEHICLE	SC	DH	C-CORP					No
(18) FRANKLIN HOLDINGS 1740 FUND LTD PO BOX 309 GEORGE TOWN,GRAND CAYMANKYI-1104 CJ	INVESTMENTS	CJ	TRUSTEES	LIMITED COMPANY					No

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

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